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Servus Wealth Strategies
Credential Securities Inc.
Neil is an accredited wealth management professional with over 10 years of experience working in the investment industry.
Neil wants members to feel comfortable in planning for their financial future, so he works with them at every step. He’ll make sure you clearly understand the investment process and give you tailored expert advice for achieving your goals.
Neil serves members at our Stony Plain, Spruce Grove and Wabamun branches. His door is always open.
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Investment Advisor Associate
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Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments. Mutual funds, financial planning and other securities are offered through Credential Securities Inc.. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.